Cynthia Kellor is a financial advisor with Capital Analysts and holds a Series 66 designation. She has two years of industry experience and previously worked with Lincoln Investment. Outside of her advisory role, she serves as secretary for the Hidden Oaks Home Owners Association board. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, and institutions, providing portfolio management and retirement-plan advice through a combination of discretionary in-house management and advisor-led portfolios. The firm operates nationwide and integrates closely with Lincoln Investment and other institutional partners.

Joel Craven is a CFP® professional with 21 years of experience in the financial services industry. He currently works with Capital Analysts and has previously been affiliated with Lincoln Investment and Horace Mann Insurance and Investors. Craven manages a staffing company and serves as treasurer and board member for the Mt. Horeb Schools Board of Education. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.